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Marketing: Leads by Source
Marketing: Leads by Source
Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

NOTE: Leads by Source report is available for Enterprise Plan users only.

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To enable report: navigate to Insights module > Marketing > Leads by Source

Leads by Source report will give you insights of sources that attract most leads to your business! And opposite- you will see which sources are not so efficient. Also, it might give you an idea to look for more sources to attract more leads.

This report shows the number of Leads created during the period selected, sources and an exact number of leads by the source.

The bottom part of the report shows the list of leads, the owner, date created and the source. By clicking on the lead name/ title- you will be navigated to the lead's card.

Pro tip: In order for this report to be calculated correctly- enter the source to every lead's card! Also, this report will facilitate the decision-making process while assigning the points for effective lead scoring!

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